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Customer.io

ET
Engineering Team
Updated 6 days ago
Connect Pipeline CRM with Customer.io to automatically sync your contact data and power targeted email campaigns. This integration sends People information from Pipeline CRM to Customer.io based on criteria you define, helping you streamline your marketing automation.

Before You Begin
Make sure you have:
  • Admin access to Pipeline CRM
  • A Customer.io account with admin permissions
  • Contact data in Pipeline CRM (first name, last name, email, phone number)
Step 1: Install the Integration
  1. Go to Settings > Other
  2. Select App Store
  3. Search for Customer.io
  4. Click Install

Step 2: Set Up Data Pipeline in Customer.io
You'll need to create a source in Customer.io to receive data from Pipeline CRM.
  1. Log in to Customer.io
  2. Go to Data & Integrations → Integrations
  3. Find the Customer.io API app.
  4. Name it and copy the API key.
See Customer.io's guide on Pipelines API here.

💡 Keep this token handy — you'll need it in the next step.


Step 3: Connect Pipeline CRM to Customer.io
  1. Return to Pipeline CRM
  2. Open the Customer.io integration settings
  3. Paste the token you copied from Customer.io
  4. Click Save
  5. Click Test Connection to verify it's working
  6. Click Back to App Store and toggle the integration to Enabled
✅ Connection successful! Your integration is now active.



Step 4: Complete Setup in Customer.io
  1. Go back to Customer.io and test the connection.
  2. Complete the setup.
  3. Set up a destination for where the data should go in Customer.io
  4. Save your changes
Step 5: Define Your Sync Criteria
  1. In Pipeline CRM, go to the Customer.io app
  2. In the Criteria tab, choose which contacts sync from Pipeline CRM to Customer.io based on tags, custom fields, or other criteria.
Example: If you tag a contact in Pipeline CRM as "customer.io", they'll automatically appear in Customer.io based on your criteria settings.



What Data Gets Sent to Customer.io?
Pipeline CRM automatically syncs the following People information when your sync criteria are met:
  • First name
  • Last name
  • Email address
  • Phone number
  • Tags (when used as sync criteria)
Need help? Contact support at [email protected]. 
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